1620 INVESTMENT ADVISORS, INC. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$141.0B
Holdings
681
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (681 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 132,523 | $4.5B | 3.16% | |
| 2 | QEFASPDR MSCI EAFE STRATEGICFACTORS ETF | 41,197 | $3.5B | 2.49% | |
| 3 | IEFISHARES 7-10 YEAR TREASURY BOND ETF | 33,879 | $3.2B | 2.30% | |
| 4 | SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | 107,094 | $3.1B | 2.22% | |
| 5 | JPMJPMORGAN CHASE & CO. COM | 10,407 | $3.0B | 2.14% | |
| 6 | TYTRI CONTL CORP COM | 91,342 | $2.9B | 2.05% | |
| 7 | FRDMFREEDOM 100 EMERGING MARKETS ETF | 62,574 | $2.5B | 1.79% | |
| 8 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 47,516 | $2.5B | 1.78% | |
| 9 | SCHPSCHWAB US TIPS ETF | 88,972 | $2.4B | 1.68% | |
| 10 | MSFTMICROSOFT CORP COM | 4,297 | $2.1B | 1.52% | |
| 11 | TJXTJX COS INC NEW COM | 16,876 | $2.1B | 1.48% | |
| 12 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 18,985 | $2.0B | 1.43% | |
| 13 | AAPLAPPLE INC COM | 9,825 | $2.0B | 1.43% | |
| 14 | JSIJANUS HENDERSON SECURITIZED INCOME ETF | 37,440 | $2.0B | 1.40% | |
| 15 | RTXRTX CORPORATION COM | 12,200 | $1.8B | 1.26% | |
| 16 | TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 42,894 | $1.7B | 1.22% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7,221 | $1.6B | 1.16% | |
| 18 | ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF | 51,344 | $1.5B | 1.07% | |
| 19 | STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 9,889 | $1.4B | 1.01% | |
| 20 | ABBVABBVIE INC COM | 7,653 | $1.4B | 1.01% | |
| 21 | EPREPR PPTYS COM SH BEN INT | 22,842 | $1.3B | 0.94% | |
| 22 | JHPIJOHN HANCOCK PREFERRED INCOME ETF | 57,308 | $1.3B | 0.92% | |
| 23 | EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | 28,369 | $1.2B | 0.87% | |
| 24 | ITMVANECK INTERMEDIATE MUNI ETF | 26,729 | $1.2B | 0.86% | |
| 25 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 47,130 | $1.2B | 0.84% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS COM | 3,958 | $1.2B | 0.83% | |
| 27 | CVXCHEVRON CORP NEW COM | 7,875 | $1.1B | 0.80% | |
| 28 | BACVERIZON COMMUNICATIONS INC COM | 25,649 | $1.1B | 0.79% | |
| 29 | NVSNNOVARTIS AG SPONSORED ADR | 8,958 | $1.1B | 0.77% | |
| 30 | MDTMEDTRONIC PLC SHS | 12,303 | $1.1B | 0.76% | |
| 31 | BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 11,604 | $1.1B | 0.76% | |
| 32 | ETNEATON CORP PLC SHS | 2,986 | $1.1B | 0.76% | |
| 33 | SOSOUTHERN CO COM | 11,340 | $1.0B | 0.74% | |
| 34 | QUSSPDR MSCI USA STRATEGICFACTORS ETF | 6,103 | $995.5M | 0.71% | |
| 35 | MPCMARATHON PETE CORP COM | 5,724 | $950.9M | 0.67% | |
| 36 | PFEPFIZER INC COM | 38,236 | $926.9M | 0.66% | |
| 37 | ARCCARES CAPITAL CORP COM | 41,586 | $913.2M | 0.65% | |
| 38 | WMBWILLIAMS COS INC COM | 14,376 | $903.0M | 0.64% | |
| 39 | JCIJOHNSON CTLS INTL PLC SHS | 8,079 | $853.3M | 0.61% | |
| 40 | KMIKINDER MORGAN INC DEL COM | 27,839 | $818.5M | 0.58% | |
| 41 | TYGTORTOISE ENERGY INFRA CORP COM | 18,510 | $812.4M | 0.58% | |
| 42 | MDLZMONDELEZ INTL INC CL A | 12,041 | $812.1M | 0.58% | |
| 43 | AVGOBROADCOM INC COM | 2,941 | $810.8M | 0.57% | |
| 44 | HDHOME DEPOT INC COM | 2,196 | $805.1M | 0.57% | |
| 45 | WMTWALMART INC COM | 8,110 | $793.0M | 0.56% | |
| 46 | FHIFEDERATED HERMES INC CL B | 17,730 | $785.8M | 0.56% | |
| 47 | BXBLACKSTONE INC COM | 5,239 | $783.7M | 0.56% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 1,600 | $777.5M | 0.55% | |
| 49 | DISDISNEY WALT CO COM | 6,264 | $776.8M | 0.55% | |
| 50 | AMZNAMAZON COM INC COM | 3,488 | $765.2M | 0.54% | |
| 51 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 8,094 | $759.1M | 0.54% | |
| 52 | NTAPNETAPP INC COM | 7,081 | $754.6M | 0.54% | |
| 53 | TAT&T INC COM | 25,922 | $750.2M | 0.53% | |
| 54 | GILDGILEAD SCIENCES INC COM | 6,524 | $723.3M | 0.51% | |
| 55 | ORCLORACLE CORP COM | 3,245 | $709.6M | 0.50% | |
| 56 | RPMRPM INTL INC COM | 6,397 | $702.7M | 0.50% | |
| 57 | POWLPOWELL INDS INC COM | 3,302 | $694.9M | 0.49% | |
| 58 | AZNASTRAZENECA PLC SPONSORED ADR | 9,944 | $694.9M | 0.49% | |
| 59 | INVHINVITATION HOMES INC COM | 20,881 | $684.9M | 0.49% | |
| 60 | LNCLINCOLN NATL CORP IND COM | 19,645 | $679.7M | 0.48% | |
| 61 | IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | 14,740 | $669.8M | 0.47% | |
| 62 | PEPPEPSICO INC COM | 5,053 | $667.3M | 0.47% | |
| 63 | STWDSTARWOOD PPTY TR INC COM | 33,115 | $664.6M | 0.47% | |
| 64 | BMYBRISTOL-MYERS SQUIBB CO COM | 14,109 | $653.1M | 0.46% | |
| 65 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 26,476 | $645.5M | 0.46% | |
| 66 | ADCAGREE RLTY CORP COM | 8,739 | $638.5M | 0.45% | |
| 67 | GLWCORNING INC COM | 12,063 | $634.4M | 0.45% | |
| 68 | TRVTRAVELERS COMPANIES INC COM | 2,365 | $632.9M | 0.45% | |
| 69 | PGXINVESCO PREFERRED ETF | 56,400 | $627.7M | 0.45% | |
| 70 | RNR 5.75 PERP FRENAISSANCERE HLDGS LTD 5.750 PFD F | 29,098 | $616.9M | 0.44% | |
| 71 | TPRTAPESTRY INC COM | 6,985 | $613.4M | 0.43% | |
| 72 | LNGCHENIERE ENERGY INC COM NEW | 2,468 | $601.0M | 0.43% | |
| 73 | XOMEXXON MOBIL CORP COM | 5,462 | $588.8M | 0.42% | |
| 74 | HTGCHERCULES CAPITAL INC COM | 31,345 | $573.0M | 0.41% | |
| 75 | CAHCARDINAL HEALTH INC COM | 3,334 | $560.1M | 0.40% | |
| 76 | LEALEAR CORP COM NEW | 5,832 | $553.9M | 0.39% | |
| 77 | TFLRT. ROWE PRICE FLOATING RATE ETF | 10,412 | $535.5M | 0.38% | |
| 78 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 6,264 | $527.3M | 0.37% | |
| 79 | MLB1MERCADOLIBRE INC COM | 198 | $517.6M | 0.37% | |
| 80 | RITMRITHM CAPITAL CORP COM NEW | 45,549 | $514.2M | 0.36% | |
| 81 | ALL 4.75 PERP IALLSTATE CORP 4.75 DP SH PF I | 26,784 | $510.5M | 0.36% | |
| 82 | DDOMINION ENERGY INC COM | 9,002 | $508.8M | 0.36% | |
| 83 | DRHDIAMONDROCK HOSPITALITY CO COM | 66,190 | $507.0M | 0.36% | |
| 84 | PANWPALO ALTO NETWORKS INC COM | 2,440 | $499.5M | 0.35% | |
| 85 | PSA 4.125 PERP MPUBLIC STORAGE OPER CO 4.125 DP SH PF M | 30,062 | $498.4M | 0.35% | |
| 86 | GOOGLALPHABET INC CAP STK CL A | 2,826 | $498.1M | 0.35% | |
| 87 | RLRALPH LAUREN CORP CL A | 1,789 | $490.7M | 0.35% | |
| 88 | KMBKIMBERLY-CLARK CORP COM | 3,668 | $473.0M | 0.34% | |
| 89 | OKEONEOK INC NEW COM | 5,782 | $472.0M | 0.33% | |
| 90 | ABTABBOTT LABS COM | 3,449 | $469.2M | 0.33% | |
| 91 | DRIDARDEN RESTAURANTS INC COM | 2,133 | $464.9M | 0.33% | |
| 92 | GRMNGARMIN LTD SHS | 2,220 | $463.5M | 0.33% | |
| 93 | STZCONSTELLATION BRANDS INC CL A | 2,822 | $459.1M | 0.33% | |
| 94 | PNWPINNACLE WEST CAP CORP COM | 5,017 | $448.9M | 0.32% | |
| 95 | MOALTRIA GROUP INC COM | 7,600 | $445.6M | 0.32% | |
| 96 | JNJJOHNSON & JOHNSON COM | 2,818 | $430.5M | 0.31% | |
| 97 | RRYDER SYS INC COM | 2,696 | $428.7M | 0.30% | |
| 98 | GLPIGAMING & LEISURE PPTYS INC COM | 9,121 | $425.8M | 0.30% | |
| 99 | CUZCOUSINS PPTYS INC COM NEW | 13,957 | $419.1M | 0.30% | |
| 100 | EPDENTERPRISE PRODS PARTNERS L P COM | 13,373 | $414.7M | 0.29% |
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